+57.3%
LLY vs BTI
+24.7%
+32.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | -0.2% |
| 7D | +10.1% | +5.3% | +4.8% | +8.7% |
| 30D | +24.0% | +19.1% | +5.0% | +19.5% |
| 3M | +27.3% | +6.5% | +20.8% | +25.2% |
| 6M | +47.0% | +9.4% | +37.5% | +42.7% |
| YTD | +32.6% | +14.4% | +18.2% | +30.2% |
| 1Y | +57.3% | +23.9% | +33.5% | +48.0% |
| All | +57.3% | +24.7% | +32.7% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling